| As of Date | 06/01/2026 |
| Registration | SEC, Approved, 12/12/1986 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 320,113,014 19% |
| of that, discretionary | 319,125,636 23% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,379,797 3% |
| % High Net Worth | 55.13% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ADEPTUS ADVISORS, LLC | Filing Date12/23/2025 | Form ADV-E View Report |
| Accounting Firm Name WALTER SHUFFAIN | Filing Date01/09/2025 | Form ADV-E View Report |
| Accounting Firm Name WALTER SHUFFAIN | Filing Date09/12/2024 | Form ADV-E View Report |
| Accounting Firm Name KAHN, LITWIN, RENZA & CO | Filing Date07/19/2024 | Form ADV-E View Report |
| Accounting Firm Name KAHN, LITWIN, RENZA & CO | Filing Date12/22/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC A | $ Position$17,881,008 | % Position6.00% | $ Change205689.00% | # Change-11.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY | $ Position$18,510,194 | % Position6.00% | $ Change1215277.00% | # Change-8.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$15,093,789 | % Position5.00% | $ Change183144.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$14,584,323 | % Position5.00% | $ Change126226.00% | # Change-3.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$13,969,761 | % Position5.00% | $ Change141682.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$12,070,181 | % Position4.00% | $ Change127627.00% | # Change29.00% |
| Stck Ticker68389X105 | Stock NameORACLE CORP | $ Position$8,944,386 | % Position3.00% | $ Change91731.00% | # Change-12.00% |
| Stck Ticker872540109 | Stock NameTJX COMPANIES INC NEW | $ Position$7,933,298 | % Position3.00% | $ Change107237.00% | # Change-14.00% |
| Stck Ticker89417E109 | Stock NameTRAVELLERS COMPANIES INC | $ Position$5,433,775 | % Position2.00% | $ Change116480.00% | # Change-7.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$5,145,463 | % Position2.00% | $ Change155118.00% | # Change16.00% |